小摩:锂价短期面临下行压力,ESS需求支持中线展望,维持赣锋锂业“增持”评级

智通财经
Sep 08
【小摩:锂价短期面临下行压力,ESS需求支持中线展望,维持赣锋锂业“增持”评级】摩根大通发表中国锂行业报告,指出碳酸锂期货价格本月至今下跌10%至每吨14.05万元,中国锂业股同期下跌9%至11%,跑输恒指本月至今0.6%的跌幅。虽然宁德时代旗下枧下窝锂矿复产不确定性,理应支持供应收紧的观点,但上海有色网修订库存分类,令报告库存较此前序列增加约9.4万吨,市场焦点转回库存及需求验证。新框架虽仍显示去库存,但库存总量增加的标题数据出乎市场预期,引发上周五起由情绪主导的沽售。该行认为锂价短期有机会向每吨13万至13.5万元下行,但中线展望仍受下游需求、尤其储能系统支持。该行维持赣锋锂业“增持”评级,目标价70港元。

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